How big is Walton Insurance, LLC's plan?

Walton Insurance, LLC's plan reported $217K in assets and 3 participants for 2025.

Original filing (PDF)20260330113950NAL0009118145001

Walton Insurance, LLC

Name: Walton Insurance, LLC — Walton Insurance 401(k) Plan, Form 5500 (2025)
Creator: Walton Insurance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walton Insurance 401(k) Plan

401(k) retirement plan · Walton Insurance, LLC's Walton Insurance 401(k) Plan held $217K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

Plan identifiers

Walton Insurance, LLC's EIN is 27-2287282.

EIN 27-2287282

Plan number 001

Plan year 2025

ACK ID 20260330113950NAL0009118145001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Walton Insurance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Walton Insurance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALTON INSURANCE, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score